Matthew Winkle is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at Merjent and Sevenwinds Casino. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, while generally acting in an advisory capacity for plans.

Bailey Doll is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise, Bailey gained diverse work experience including roles at Wild Bill's Sports Saloon and The Tap House. Outside of finance, Bailey assists with family farm operations at Wilhelm Farms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Alexa Grupa is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. She is also a registered team member at Pinnacle Private Wealth Group, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations delivered through a centralized consulting team.

Pravin Kumar is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His career includes 28 years at CIBC Wood Gundy prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. He serves on the boards of the World Diabetes Foundation and the World India MedEd Academy, organizations focused on healthcare and education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers a broad range of retail and institutional investment services.

Tina Gregor is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 24 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2011, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo’s research and tools, allowing clients to choose whether and how to implement recommendations through various brokerage or advisory programs.

Keegan Schmidt is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He has a background in the United States Marine Corps Reserve, where he has served since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Lambert is a financial advisor at Thrivent Investment Management based in Rochester, MN. He holds Series 65 and Series 63 licenses and has been with Thrivent since 2025. Prior to joining the firm, Lambert was involved with several business ventures including Solid Rock Concrete Coating LLC and Penntek Industrial Coatings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary trading authority. The firm offers planning as either a one-time or ongoing service and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Peter Doherty is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at Ag Partners, PFS Investments Inc., Primerica Financial Services, and All American Coop. Outside of his advisory work, he owns Pete's Power Sports LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Tamara Klingele is a financial advisor with Edward Jones, holding a Series 66 credential and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

Martha Macken Elliott is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliated entities since 2013. Elliott is also a registered representative at the Mayo Employees Federal Credit Union, where she provides financial services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that incorporates both affiliated and third-party managers.

Bradley Schroeder is a financial advisor affiliated with LPL Financial in Rochester, MN, holding a CFP® designation and Series 66 license with 21 years of industry experience. His prior roles include positions at Bremer Investments, Raymond James Financial Services, and Think Financial Planning. He is also involved with Old National Bank through advisor referral programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

Bryant Flick is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has been affiliated with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures, and incorporates systematic methodologies and AI-driven research in its investment process.

Mark Johnsrud is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, the Mayo Foundation, and Chatfield School District. Outside of investment advising, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily via model-delivery strategies managed by unaffiliated asset managers and supports its program with custodial and trade execution services through Pershing and BNY Mellon Advisors.

Kayla Erie is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2017 and previously spent one year at Enterprise Rent-A-Car. Erie is also involved in independent insurance brokering, specializing in Medicare Supplement and health plans. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Barbara Amberg O'connor is a financial advisor with Ameriprise in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Ameriprise since 2012 and also works as a consultant for F & G Management LLC, providing investment analysis and client consulting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with a combination of investment research and algorithmic tools.

David Pieper is a financial advisor with LPL Financial in Rochester, MN, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2025, he spent 21 years with Mutual/United Of Omaha. Outside of his advisory role, he is a business owner of Caledonia Inn and operates Pieper Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

Kari Douglas Ehleringer is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and 25 years of industry experience. She has been with Ameriprise and its related entities since 2002. Ehleringer serves on the Board of Directors for the Breast Cancer Support Network in Rochester, MN. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations.

Donald Christenson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera and its affiliates since 2013 and is also involved with Mayo Employees FCU. Outside of his advisory roles, Christenson serves as president of the KM Drama Boosters, a local drama club. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of investment program options and supervises assets across several custodial relationships.

Jean Wichmann is a financial advisor with Ameriprise in Spring Valley, MN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Wichmann serves as President of the Bear Lake Concordia Lutheran Church Council. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nicholas Forliti is a CFP® with 19 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Forliti is involved in pro-bono work through the Angel Foundation, assisting families affected by cancer with financial challenges. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.